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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Connor Rainville (CRD# 7705201) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has 1 year of experience in the finance industry.
Thiago Reis (CRD# 6754194) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Marstons Mills, MA and has over 4 years of experience in the finance industry.
Vincent Renaut (CRD# 7266754) is an Investment Advisor Representative working at Pier 42 Advisors in South Dennis, MA and has over 3 years of experience in the finance industry. Vincent Renaut has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephanie Rolfe (CRD# 2485829) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 8 years of experience in the finance industry.
Keyana Russ (CRD# 7462925) is an Investment Advisor Representative working at Four Ponds Financial Planning in Mashpee, MA and has over 2 years of experience in the finance industry. Keyana Russ has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Laura Sirhal (CRD# 7239416) is an Investment Advisor Representative working at Washington Financial Group, Inc. in Centerville, MA and has 1 year of experience in the finance industry.
Benjamin Skaggs (CRD# 7680677) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has 1 year of experience in the finance industry.
Michael Sullivan (CRD# 7516392) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in East Harwich, MA and has 1 year of experience in the finance industry.
James Tenaglia (CRD# 6571159) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hyannis, MA and has over 8 years of experience in the finance industry. James Tenaglia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Nicole Tsafos (CRD# 7651163) is an Investment Advisor Representative working at Four Ponds Financial Planning in Mashpee, MA and has 1 year of experience in the finance industry.